Expense Analyst Resume Sample
Madisyn Senger
90440 Etha Land,
New York,
NY
+1 (555) 720 2982
Work Experience
Senior Expense Analyst
06/2015
-
PRESENT
Boston, MA
- Assist with preparation and submission of purchase orders for technology invoice processing. Reconcile budgeted spending levels with projections and purchase order management and tracking
- Monitor and evaluate actual to budget comparisons and report on actual to budget variance trends while reporting these variances monthly to assist in compilation of reports for Department Management
- Provide information and assist in budget preparation as needed; this includes gathering, assembling, and formatting data, and preparing analysis for budget
- Compile, analyze and report on key information for significant spend including project budgets, consulting, prepaid agreements and software and hardware purchases
- Review and prepare accounting accruals, reclassification entries, and other adjusting journal entries and schedules for month-end close process
- Ensure a consistent approach and controls are in place to maintain the financial integrity of the Technology P&L. Reconcile and investigate any discrepancies
- Financial analysis or management accounting experience (budgeting, accounts payable, purchase order management)
Expense Analyst
06/2010
-
05/2015
Dallas, TX
- Spreadsheet experience with graphs, charts, filters, formulas, pivot-tables, conditional formatting, macros to review and analyze data sets as well as produce reports
- Strong financial and accounting skills are required
- Complete monthly and quarterly FTE, expense, and reporting for Client Solutions’ leaders and external stakeholders including Canadian Finance and Business Unit Expense Management teams
- Perform monthly journal entries to ensure the accurate reporting of Client Solutions’ expenses
- Support the expense budgeting (including allocations), forecasting, strategic plan and annual plan processes through partnership with cost center owners
- Build tools to facilitate expense management processes
- Provide adhoc financial analysis as required
- Educate Client Solutions collegues on expense management practices and policies
- Investigate unexpected expense charges as requested by cost centre managers
Employee Expense Analyst
10/2006
-
03/2010
Phoenix, AZ
- Maintain partnerships with finance collegues across SLF Canada
- Support Business Continuity requirements through the cross-training staff and documentation of processes
- Perform analyses of profit and loss accounts for the Managed Networks team
- Support internal control documentation, checklists, and audits to comply with the Sarbanes-Oxley Act
- Account for transactions, including complex lease arrangements and other matters in accordance with GAAP
- Perform monthly operational reporting, including summary reports to communicate budget trends and variances
- Enhance operational reporting to track and monitor financial performance against key budgetary metrics
Education
Indiana Wesleyan University - Cincinnati Education Center
2000 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Excellent time management, priority and attention to detail skills
- Strong communication skills including writing ability and presentation
- Excellent interpersonal skills with an ability to build relationships with people and influence at all levels of the organisation
- Financial analysis skills with ability to pick up on financial trends and communicate effectively to ensure the business can take appropriate actions
- Excellent communication and interpersonal skills, to enable interaction with customers and colleagues at all levels of the business
- Strong communication and customer service skills – both written and verbal
- High attention to detail and strong organizational and project management skills
How to write Expense Analyst Resume
Expense Analyst role is responsible for analytical, organizational, interpersonal, software, training, finance, credit, integration, database, procurement.
To write great resume for expense analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Expense Analyst Resume
The section contact information is important in your expense analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Expense Analyst Resume
The section work experience is an essential part of your expense analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous expense analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular expense analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Expense Analyst resume experience can include:
- Self-starter with strong time management skills with the ability to work within a team environment in a growing and dynamic segment
- Excellent interpersonal and communication skills and ability to build and maintain relationships
- Work effectively in a high-paced environment and manage multiple, changing priorities
- Ensure validation of expense data and create all T&E reporting to complete validation and balancing of data import into payroll system
- Expert-level skills with Microsoft Excel, including the ability to develop complex spreadsheets using pivot tables and other advanced functions
- Demonstrated career progression and a strong understanding and application of technical accounting principles and policies
Education on an Expense Analyst Resume
Make sure to make education a priority on your expense analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your expense analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Expense Analyst Resume
When listing skills on your expense analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical expense analyst skills:
- Strong organizational and customer service skills, along with outstanding communication skills
- Quickly adjust to changing priorities and multi-task effectively
- +3 years of proven financial experience on finance or accounting. Shared services experience is required
- Proven financial experience on finance or accounting. Shared services experience is required
- Excellent analytical and numerical skills with exceptional problem-solving ability
- Excellent analytical & modelling skills
List of Typical Experience For an Expense Analyst Resume
1
Experience For Senior Expense Analyst Resume
- Effective communication skills with the ability to develop and deliver clear, crisp, audience-focused messages and presentations
- Prior reporting experience helpful
- Prioritize and manage multiple tasks to meet deadlines while maintaining a high attention to accuracy
- Experience with SAP/Finance/Controlling (FICO) modules or similar Enterprise Management System is highly desirable
- Experience managing sensitive information
- Deliver consolidated expense analysis and forecasting to functional leaders and finance
2
Experience For Senior European Expense Analyst Resume
- Working knowledge of BPCS 8.2 and 8.3 referred
- Assist with monthly accounting close procedures by preparing journal entries, performing reconciliations, and completing schedules
- Support the month-end reporting, forecasting and budgeting process for expense management
- Review existing expense reporting processes and systems and propose changes to improve efficiency while maintaining high level of audit density
- Serve as the subject matter expert for direct expenses by developing process documents and procedures that can be used for reference and training
- Produce financial analysis including but not limited to quarterly reporting of travel expenses by category,corporate card usage trends, and audit findings
- Assist in preparing periodic reports to management summarizing freight spend and other supply chain expense categories
- Execute tasks required for monthly close including facilitating appropriate expense accruals, re-classes, charge-outs and project capitalization
3
Experience For Employee Expense Analyst Resume
- Assist with various projects and accounting matters to drive value through financial analyses
- Support cash forecasting and cash management activities of the company
- Support annual budgeting and year-end audit processes as needed
- Back up hourly payroll processing
- Manage card spending limits/profiles
- Fraud prevention and monitoring
4
Experience For CTI NAM Expense Analyst Resume
- Work with expense management for reconciliation of card activity to expense reporting
- FTE reporting and analysis
- Maintenance of cost centre hierarchy and mapping tables
- Provide overall expense planning, analysis, and management support to functional leaders
- Partner with cost center owners on detailed expense analysis, forecasting, and management to budget / forecast constraints
- Utilize benchmarking / research / analysis to identify expense efficiency and best practice opportunities
- Complete ad hoc analysis & reporting requests
- Passion for building partnerships with colleagues and senior leaders
5
Experience For Expense Analyst for Region Resume
- Provide business support for the Managed Networks and Innovation teams
- Perform all analyses and decision making related to the booking and review of direct site expenses, including but not limited to land rent, utilities, other fixed expenses, and repair and maintenance
- Establish and maintain strong relationships with internal customer contacts; resolve issues quickly and accurately with a high level of customer service
- Ensure all expenses are coded to the correct account and site
- Review and approve all expense details as part of annual operational expenses reimbursement program
- Host regular meetings to review and communicate actual-to-budget variances
- Investigate and effectively communicate expense variances against budget to business leaders, working closely with Business Development to forecast for upcoming spend
6
Experience For FP&A Cards Expense Analyst Resume
- Provide accounting leadership on project spend, including calculating capitalization and amortization for various qualifying initiatives in GRS and maintaining supporting schedules
- Execute month-end close processes including accruals, expense transfers, and review of preliminary results for errors or unusual patterns in results
- Prepare monthly reconciliations to ensure accuracy and completeness of accounts
- Analyze expense trends and recommend opportunities for savings
- Collaborate with other Finance areas to support and promote process integration and efficiencies
- Prepare or assist in ad hoc analysis and projects as required by management
7
Experience For Expense Analyst, Expense Management Resume
- Other Field Sales budgets related to field tools: computers, vehicle reimbursement, etc.
- Create Spend vs. Sales analysis for key time frames; Valentine’s Day, Mother’s Day, Father’s Day, Holiday, and Major Launches
- Part Qualified and Qualified CPA
- High standard of ethics and professionalism and ability to work to deadlines
- Maintain and update Cost Center and Expense Account hierarchies to reflect Safeco’s organizational structure
- Development of forecasts and budgets for Investment Finance group, including development of supporting schedules and presentation materials to support the budget review and approval process
8
Experience For FP&A Expense Analyst Resume
- Review and audit expense reports to ensure compliance with company policies
- Provide guidance to employees on correcting and submitting expense reports. Follow-up with employees regarding out of policy expenses, missing image receipts, incorrect expense type, and other deficiencies
- Communicate policy changes and best practices to all card users
- Support Internal Audit as needed for regular audits of TI facilities and/or to divisional Finance Directors as requested
- Assist with pension administration asneeded
- Become a subject matter expert with Expensify, American Express reconciliation, and NetSuite to help support more than 2,000 employees around the globe with expense report and payment inquiries
- Help define, implement, and coordinate expense strategies and processes to meet the internal customers needs and obtain maximum value from our key suppliers
- Drive efficiency for our road warriors with global oversight of expense support management via internal support tickets, Slack channels, and email questions
- Maintain global expense narratives and process flows in sync with the Compliance and Operations organizations
9
Experience For Latin Regional Expense Analyst Resume
- Understand various expense data loads and expense systems integrations
- Create and update audit rules in sync with policy changes or platform enhancements
- Corporate card management – oversight of the daily card program manager - applications, account reconciliations, delinquency notifications, and employee support
- Experience with the complexities of global expense programs with specific knowledge of country specific regulations across Europe and Asia Pacific
- Produce and deliver Travel and Expense training presentations for new hires or as necessary
- Understand country specific legality and assist in upholding local tax and reimbursement requirements
- Drive policy compliance, assisting the expense audit teams with escalations and follow-up
- Manage termination notices from card cancellation to final expense approval and payment
- T&E accrual follow-up and support - 30/60/90/120 day aged transaction and delinquency notifications
10
Experience For Transaction Expense Analyst Resume
- Card and profile reconciliation and migration for expatriates and country relocations
- Report on expense operational metrics and deliver timely and actionable business intelligence
- Handle Delegation of Authority requests and maintenance
- Work closely with internal staff and vendors to ensure Expense and Payroll changes are processed
- Assist with any expense analysis and or audits if necessary
- Monitor payroll/expense tickets and respond to employees as necessary
List of Typical Skills For an Expense Analyst Resume
1
Skills For Senior Expense Analyst Resume
- Excellent analytical and numeric skills with ability to review reasonableness of numeric outputs and apply judgment
- Sound leadership skills with passion for excellence
- Budgeting and expense management experience
- Previous experience with Ad Hoc Reporting, Variance Analysis, and Budgeting
- Experience at identifying and capturing cost savings opportunities
- Experience in management reporting, analysis and commentary for senior management including ability to tailor reports to different levels of management
- Experience in preparing annual budgets and negotiating with business to achieve set targets
2
Skills For Senior European Expense Analyst Resume
- Develop effective and efficient operating model with client facing FP&A teams
- Financial Analysis & Reporting experience
- Experience with sophisticated budgeting software and data warehouse cubes
- Experience in working with a variety of financial platforms. Proficiency with MS Project and MS Office Suite
- At least four years accounting experience as a business, financial or cost analyst
- Experience working with expense reports
- Familiarity with GAAP and regulations pertaining to mutual funds and a strong dream to acquire additional industry knowledge
- Multi-task and manage priorities in a demanding and deadline-oriented environment
- Experience in working with ledgers
3
Skills For Employee Expense Analyst Resume
- Relevant accounting experience
- Strong Financial accounting and internal controls knowledge
- Experience with employee expenses’ testing
- Juggle priorities and work under pressure to meet tight deadlines
- Experience of Oracle or similar General Ledger packages would be advantageous but not essential
- Oracle Financials Experience (TM1 and Discoverer)
- Demonstrated ability to manage in a complex and dynamic environment
4
Skills For CTI NAM Expense Analyst Resume
- Analyze monthly expense variances versus Budget, Reforecast, and prior month
- Hyperion/Essbase experience preferable
- Experience within the investment company industry
- Matching and reconciling invoiced expenses related to networking, market data and telecommunications usage across the firm
- Partnering with Accounting to track spending and reconcile those expenses to the general ledger as well as support annual audits
- Understanding of Financial & Management Accounting
- Collaborating with Procurement to set up, process, manage and track invoices and expenses for new vendors being utilized across the firm
5
Skills For Expense Analyst for Region Resume
- Process the weekly Concur accounting extract and work through issues to ensure proper handling
- Ensure accuracy of T&E coding and completeness of data input by employees by reviewing employee expenses
- Develop and maintain database used for invoice tracking throughout all stages of the processing life cycle
- Support month-end close process, including daily reconciliation to the ledger and production of monthly reporting
- Identify, research and resolve disconnects by partnering with internal budget owners and Finance / Accounting counterparts
- Use and create reporting models related to expense tracking
- Two + years of related experience in similar corporate travel & expense, purchase card or procurement role; strong understanding of corporate expense (T&E) and purchasing program processes and procedures required
6
Skills For FP&A Cards Expense Analyst Resume
- Intermediate or advanced computer skills, including Microsoft Office and Excel
- Self-starter with solid analytical, research and problem-solving mindset
- Demonstrated experience leveraging financial software packages, coupled with a passion for supporting diverse stakeholders; experience with Workday solution highly desirable
- Demonstrate a sense of urgency, attention to detail and financial & accounting acumen
- Problem Solving – ability to solve difficult problems with effective solutions
- Analytical approach to work with the ability to challenge results and help enhance reporting methodologies
- Advanced Excel, working knowledge of Word and PowerPoint
- Own the corporate credit card program, ensuring that cards are issued, cancelled, or suspended as appropriate, and credit limits are in place
- Provide training to users on the T&E process and proactively enhance knowledge of the process across the business
7
Skills For Expense Analyst, Expense Management Resume
- Assist with processing to ensure that delivery deadlines and customer service standards are consistently met
- Work daily with web-based expense reporting systems, audit reports and assist employees
- Work in a changing & fast-paced environment
- Verify invoice pricing and metrics against database for affiliate and affinity partners
- Ad hoc reporting, analysis and business support
8
Skills For FP&A Expense Analyst Resume
- Review mutual funds for contractual fee changes and other impacting events
- Oversee with other groups in department to ensure expense reporting accuracy and respond to expense-related inquiries
- Participate in training opportunities to increase industry expertise
- Flexibility to be part of a team oriented and exciting environment and contribute to the department goals
- Commitment to continuous improvement, specifically in identifying process and control gaps
- Drive standardization of activities including the identification of productivity and efficiency
- Oversee budget process for tracking FTE
9
Skills For Latin Regional Expense Analyst Resume
- Preparation of formal submissions and supporting documentation to Corporate Finance
- Familiarity with corporate card (p-card/T&E card) programs and procurement concepts
- Works well in a team environment and contributes to the wider team goals
- Accountancy Finalist / Newly qualified professional in a recognised qualification i.e. CIMA/ACCA
- Dynamic individual able to work with a broad range of people across the organization
10
Skills For Transaction Expense Analyst Resume
- Customer Focus – dedicated to meeting the expectations and requirements of internal and external customers, good at building effective relationships and gaining trust and respect
- Works on alternatives for most of the simple to medium level issues independently and has some latitude to solve them
- Time flexibility and abilty to work under pressure
- Build relationships and influence at all levels of the organisation
- Distil large amounts of data, views and opinions to extract relevant information to develop and clearly communicate conclusions
- Handle the more complex areas of the T&E process and ensure control and compliance standards are maintained
List of Typical Responsibilities For an Expense Analyst Resume
1
Responsibilities For Senior Expense Analyst Resume
- Establish and accrue accurate expense accruals by entering data in GTM/SAP
- Summarize and articulate expense activities to support presentation to senior management
- Monitor and research daily expense and net asset value changes
- Review fund expense budgets to determine accurate accruals and adjustments
- Review shareholder reports for appropriateness of disclosures and accuracy of reported expenses in accordance with GAAP and SEC regulations
- Prepare quarterly materials for the Board of Trustees
- Assist in preparation of Prospectus updates
- Prepare analysis for product events and contractual fee changes
- Participate in risk assessments, operational reviews and due diligence visits
2
Responsibilities For Senior European Expense Analyst Resume
- Build and periodically update procedures for daily, monthly, quarterly, and annual deliverables
- Analyze year-over-year expense fluctuations
- Maintain a focus on personal development under the mentorship of team’s supervisors/managers
- Issue cards and manage card users
- Receive and process request for cards
- Handle and address card declines
- Establish and manage MCC code restrictions
- Monitor spend and adherence to policy
3
Responsibilities For Employee Expense Analyst Resume
- Ensure that card deactivations are done promptly
- Identify trends/concerns with spend activity and provide input to management
- Monitor spend activity for abnormalities
- Collaborative team player and ability to work in cross-functional teams
- Customer service; ability to respond appropriately and timely to needs of organization
- Process daily transactions to pay invoices related to commodity expenses including freight, brokerage, vessel expenses, and demurrage; including processing any intercompany invoices as required
- Create reconciliations to ensure balance sheet accuracy for accounts especially in the key accounts like inventory, GR/IR, payables, etc
- Prepare and analyze weekly and monthly reconciliations for various expenses to ensure that balance sheet accounts are accurate
4
Responsibilities For CTI NAM Expense Analyst Resume
- Deal directly with vendors to resolve payment disputes or discrepancies
- Facilitate services with our offshore 3rd party BPO Provider (team leads, payment team, help desk) to address any escalation issues or process, policy, and control questions
- Monitor / approve any Urgent Requests to AP Help Desk
- Propose process improvements to support continuous improvement environment within the full Procure to Pay end to end process
- Upload of allocation of IT, Premises and Support Function expenses
- Support Production of analysis and commentary of expenses for management reports
5
Responsibilities For Expense Analyst for Region Resume
- Respond to business queries
- Ad Hoc expense related projects
- Understand the value proposition of individual business functions – activities performed for the business, level of service delivered to stakeholders and alignment to business strategy and goals
- Coordinate annual Budget and Time Study completion efforts for designated functions – from ensuring proper system setup and data entry training to delivering relevant analysis and reporting
- Identify key expense drivers and develop performance metrics for individual functions, as appropriate
- Support the expense team through specific assignments related to close, driver-based expense forecasting, multi-year planning, budgeting, time studies, expense allocations and/or other ad hoc activities
- Participate in projects related to expense/finance process improvements and/or technology changes
6
Responsibilities For FP&A Cards Expense Analyst Resume
- Attention to detail with ability and desire to understand the big picture
- Self-lead and take initiative
- CPA/CA (or equivalent) qualified
- Advanced in Microsoft Office – Word, PowerPoint, Excel
- Excellent analytical, logical, and organizational skills required – able to provide clear and concise summaries of relevant data, observations and recommendations to management
- Able to proactively identify and escalate issues in a timely manner
7
Responsibilities For Expense Analyst, Expense Management Resume
- Identifying and resolving discrepancies or issues between our internal teams and vendors, working actively with both to ensure that all invoices match contract terms
- Bringing ideas forward to help drive innovation surrounding our expense processing and financial reporting processes, focusing on identifying cost reduction and overall process improvement opportunities
- Strong analytical skills and the ability to translate results into meaningful conclusions and action plans
- Strong Microsoft Excel experience required
- Experience in management reporting and planning
- Ideally at least 3 years of accounting experience as a business, finance or cost analyst
8
Responsibilities For FP&A Expense Analyst Resume
- Experience in producing reports, analysis and commentary for management
- Experience managing a corporate credit card program
- Very strong customer service focus
- Concur experience is required
- Model various scenarios
- Flexibility in your willingness to work in a hands-on manner when necessary to ensure that all of the team's tasks are achieved on a timely basis
9
Responsibilities For Latin Regional Expense Analyst Resume
- Control focused and quality orientated
- Financial management competencies
- 2nd - In Person
- Bilingual (English-Spanish)
- 1st - Phone
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